In EVO, Components are the building blocks used to create your products and services. Each Component can consist of Materials, Labor, Machines, or Assemblies, allowing you to accurately define how items are produced or delivered. The system comes pre-populated with a variety of commonly used Components, giving you a solid starting point to customize and build your offerings to suit your needs.
Table of Contents
Materials
Materials are the physical items used in the production of a product or the delivery of a service. These are tangible resources that can be tracked for cost and inventory purposes. Examples include vinyl, acrylic, aluminum sheets, banner material, ink, or paper stock. By defining Materials in your system, you can help support accurate job costing, inventory management, and pricing.
To locate Materials in EVO:
1. Navigate to Settings / Components / Materials.
2. Open the Materials – Search and manage materials and inventory items tile.
On the Materials screen you will see:
a. The dark charcoal Material button in the upper-right of the grid toolbar (with a leading icon and white text) allows you to add a new Material.
b. Each row includes a trailing icon-only actions button that opens a menu with Clone and Delete options. There is no global import ellipsis or Import option on this page.
c. A Search textbox appears at the top-left of the grid toolbar. Each column header (such as Material Name, Description, Material Category, Cost) has an icon-only filter button with an aria label similar to Show Filter Menu.
d. Clicking a Material row opens a full-page editor with breadcrumbs such as Settings / Material Search / [Material Name], tabs like Material Details, Vendor Items, and Custom Fields, and sections including Details, Settings, Attributes, Consumption, Cost & Price, and Accounting Details, with Cancel and Save buttons at the bottom.
Labors
Labors represent the time and effort required by staff to complete a task or part of a job. In EVO, Labor Components are used to account for the human work involved in producing a product or delivering a service. This can include tasks such as graphic design, installation, printing setup, or finishing work like trimming and laminating. Tracking Labor accurately can help support proper job costing and scheduling across your workflow.
To locate Labors in EVO:
1. Navigate to Settings / Components / Labors.
2. Open the Labors – Search and manage labor items and labor types tile.
On the Labors screen you will see:
a. The dark charcoal Labor button with a leading icon and white text appears in the upper-right of the grid toolbar and allows you to add a new Labor.
b. Each Labor row has a trailing icon-only actions button that opens a menu with Clone, Set Inactive, and Delete. There is no separate toolbar ellipsis or Import option.
c. A Search textbox is available in the top-left of the grid toolbar. Column headers such as Labor Name, Description, Labor Category, and Cost each include an icon-only filter button labeled for accessibility as Show Filter Menu.
d. Clicking a Labor row opens a full-page editor with breadcrumbs like Settings / Labor Search / [Labor Name], tabs such as Labor Details and Custom Fields, and sections including Details, Cost, Retail Billing Rate, and Custom Fields, with Cancel and Save buttons at the bottom.
Machines
Machines refer to the equipment or devices used during the production process. In EVO, Machine Components help you track the use of specialized tools or systems that contribute to job completion. This can include items like large-format printers, CNC routers, laminators, or plotters. Associating Machines with jobs can help support more accurate costing and production capacity planning.
To locate Machines in EVO:
1. Navigate to Settings / Components / Machines.
2. Open the Machines – Search and manage machines and machine types tile.
On the Machines screen you will see:
a. The dark charcoal Machine button with a leading icon and white text is located at the upper-right of the grid toolbar and allows you to add a new Machine.
b. Each Machine row includes a trailing icon-only actions button that opens a menu with Clone and Delete. There is no global toolbar ellipsis or Import option on this screen.
c. A Search textbox is located at the top-left of the grid toolbar. Column headers such as Machine Name, Description, Machine Type, and Machine Category each have a Show Filter Menu icon-only filter button.
d. Clicking a Machine row opens a full-page editor with breadcrumbs like Settings / Machines / [Machine Name], tabs including Machine Details, Profiles, and Instances, and sections such as Machine Details, Machine Properties, Accounting, and Stand-alone Pricing, with a Save button at the bottom.
Assemblies
Assemblies are preconfigured groups of Materials, Labor, and/or Machines combined into a single reusable Component. In EVO, Assemblies help you simplify the setup of commonly produced items by bundling multiple elements into one unit. For example, a yard sign Assembly might include a blank sign (Material), digital print (Machine), and mounting Labor. Using Assemblies can help streamline job entry, support consistency, and improve pricing alignment across similar products or services.
To locate Assemblies in EVO:
1. Navigate to Settings / Components / Assemblies.
2. Open the Assemblies – Search and manage product assemblies and templates tile.
On the Assemblies screen you will see:
a. The dark charcoal Assembly button with a leading icon and white text appears in the upper-right of the assemblies grid toolbar and allows you to add a new Assembly.
b. Each Assembly row has a trailing icon-only actions button that opens a menu with Clone, Set Inactive, and Delete. There is no global Import option on this page.
c. A Search textbox is available near the top of the grid toolbar, and column headers such as Assembly Name, Assembly Type, Description, and Assembly Category each provide a Show Filter Menu icon-only filter button.
d. Clicking an Assembly row opens a full-page editor with breadcrumbs like Settings / Assemblies / [Assembly Name], a top heading showing the assembly name, and required fields such as Name and Name on Customer Documents, along with additional configuration sections further down the page.
Component Categories
Component Categories help you organize your Materials, Labors, Machines, and Assemblies into logical groups for easier reference and management. Component Categories can also provide flexibility when creating Assemblies by allowing you to work with structured sets of Components that align with your business operations.
To locate Component Categories in EVO:
1. Navigate to Settings / Components / Component Categories.
2. Open the Component Categories – Manage categories for materials, labor, machines, and assemblies tile.
On the Component Categories screen you will see:
a. Tabs are available at the top of the page to switch between category types (for example, Material categories, Labor categories, Machine categories, Assembly categories).
b. A dark charcoal Add New button (displayed as an icon plus Add New label) is located on the right side of the header area above the list and is used to create a new Component Category for the active tab.
c. The grid uses an Actions column with per-row icon buttons to open edit and delete options for each category. There is no top-level ellipsis or Import option on this page.
d. A search textbox appears just under the tabs, with a placeholder such as Search material categories... for the Materials tab. The grid itself uses fixed column headers like Name, Description, and Actions without additional column filter icons.
e. Clicking a category's action icon opens a centered modal dialog titled according to the category type (for example, Edit Material Category) with fields for Name and Description, along with Cancel and Save buttons. This dialog appears as an overlay and does not navigate away from the Component Categories page.
Shared Elements
Shared Elements are universal variables in CoreBridge that can be applied across Assemblies to maintain consistency and simplify setup (for example, shared dimensions or common quantities). In the current EVO dev environment, a separate Shared Elements management screen is not exposed in the Settings navigation.
On the current EVO dev UI:
a. A dedicated Shared Elements tile or menu option is not available under Settings / Components or other primary navigation sections in the EVO dev UI that was reviewed.
b. Because a Shared Elements list screen is not present, there is no add button, no ellipsis or Import menu, and no search or filter controls specifically for Shared Elements in this environment.
c. Since there is no Shared Elements grid or details page currently accessible, there is no separate item detail view to document in EVO dev at this time.